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PWM

Peterson Wealth Management Portfolio holdings

AUM $215M
1-Year Est. Return 17.58%
This Fund
S&P 500
This Quarter Est. Return
+16.52%
1 Year Est. Return
+17.58%
3 Year Est. Return
+77.96%
5 Year Est. Return
+83.93%
10 Year Est. Return
–
AUM
$169M
AUM Growth
+$20.1M
Cap. Flow
-$288K
Cap. Flow %
-0.17%
Top 10 Hldgs %
60.51%
Holding
59
New
9
Increased
15
Reduced
13
Closed
19

Top Buys

Rank Stock Value
1
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$6.09M
2
SPYD icon
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$5.09M
3
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.23M
4
JPM icon
JPMorgan Chase
JPM
+$4.15M
5
CASY icon
Casey's General Stores
CASY
+$3.61M

Top Sells

Rank Stock Value
1
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$8.22M
2
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$6.04M
3
HD icon
Home Depot
HD
+$3.76M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$3.7M
5
DLR icon
Digital Realty Trust
DLR
+$2.95M

Sector Composition

Rank Sector Weight
1 Technology 20.96%
2 Consumer Staples 7.54%
3 Consumer Discretionary 6.96%
4 Financials 5.88%
5 Communication Services 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PEP icon
26
PepsiCo
PEP
$190B
$1.83M 1.09%
13,882
-6,466
-32% -$871K
RBLX icon
27
Roblox
RBLX
$24.4B
$1.74M 1.03%
16,535
-3,500
-17% -$275K
NOW icon
28
ServiceNow
NOW
$113B
$1.42M 0.84%
+6,910
New +$1.3M
XLP icon
29
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.3B
$1.39M 0.82%
17,160
-18,385
-52% -$1.49M
SKYY icon
30
First Trust Cloud Computing ETF
SKYY
$2.87B
$1.23M 0.73%
10,080
-3,509
-26% -$384K
EIG icon
31
Employers Holdings
EIG
$909M
$477K 0.28%
10,104
+66
+0.7% +$3.18K
AAPL icon
32
Apple
AAPL
$4.45T
$454K 0.27%
2,211
-8,155
-79% -$1.65M
SCHX icon
33
Schwab US Large- Cap ETF
SCHX
$71.3B
$326K 0.19%
13,320
– –
XLK icon
34
State Street Technology Select Sector SPDR ETF
XLK
$114B
$318K 0.19%
2,514
-54,434
-96% -$6.04M
TSLA icon
35
Tesla
TSLA
$1.21T
$303K 0.18%
+955
New +$288K
XOM icon
36
ExxonMobil
XOM
$638B
$262K 0.16%
2,431
-86
-3% -$9.19K
SPDW icon
37
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.1B
$258K 0.15%
6,375
– –
IWM icon
38
iShares Russell 2000 ETF
IWM
$79.5B
$237K 0.14%
+1,099
New +$221K
BND icon
39
Vanguard Total Bond Market
BND
$157B
$231K 0.14%
3,138
– –
SCHM icon
40
Schwab US Mid-Cap ETF
SCHM
$14.4B
$204K 0.12%
+7,257
New +$191K
BRK.B icon
41
Berkshire Hathaway Class B
BRK.B
$1.1T
– –
-1,297
Closed -$691K
CAT icon
42
Caterpillar
CAT
$376B
– –
-1,749
Closed -$577K
CIBR icon
43
First Trust NASDAQ Cybersecurity ETF
CIBR
$14.2B
– –
-21,479
Closed -$1.35M
CRM icon
44
Salesforce
CRM
$148B
– –
-7,987
Closed -$2.14M
CVX icon
45
Chevron
CVX
$388B
– –
-8,014
Closed -$1.34M
DLR icon
46
Digital Realty Trust
DLR
$70.4B
– –
-20,577
Closed -$2.95M
ETN icon
47
Eaton
ETN
$156B
– –
-1,335
Closed -$363K
FDN icon
48
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.06B
– –
-6,930
Closed -$1.54M
GOOGL icon
49
Alphabet (Google) Class A
GOOGL
$4.28T
– –
-16,940
Closed -$2.62M
HACK icon
50
Amplify Cybersecurity ETF
HACK
$2.63B
– –
-8,453
Closed -$607K
1
2
3

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VCM
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IH
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Peterson Wealth Management's Q2 2025 Portfolio in Review

As of Q2 2025, Peterson Wealth Management held 59 positions worth $169M, up 14% from $149M the previous quarter. Its ten largest holdings account for 61% of the portfolio.

Peterson Wealth Management's Q2 2025 filing shows 9 new, 15 increased, 13 reduced and 19 closed positions. Its largest new stake was State Street SPDR Portfolio S&P 500 High Dividend ETF: 121,023 shares worth $5.14M. The largest sale was State Street SPDR S&P Dividend ETF, an estimated $8.22M.

By sector, the portfolio is most concentrated in Technology at 21% of assets, up from 18% a quarter earlier, followed by Consumer Staples and Consumer Discretionary.

  • Peterson Wealth Management's largest Q2 2025 buy was State Street SPDR Portfolio S&P 500 High Dividend ETF: 121,023 shares worth $5.14M.
  • Peterson Wealth Management added most to Vanguard Dividend Appreciation ETF in Q2 2025, an estimated $6.09M increase.
  • Peterson Wealth Management's biggest Q2 2025 reduction was State Street Technology Select Sector SPDR ETF, cutting an estimated $6.04M.
  • Peterson Wealth Management fully exited State Street SPDR S&P Dividend ETF in Q2 2025, selling an estimated $8.22M.
  • Peterson Wealth Management's ten largest holdings make up 61% of its $169M portfolio in Q2 2025.
  • Peterson Wealth Management opened 9 new positions and closed 19 in Q2 2025.
  • Peterson Wealth Management's portfolio value rose 14% quarter-over-quarter to $169M.

Based on Peterson Wealth Management's 13F filing for Q2 2025, filed 15 Oct 2025.